Well... It Depends!
By: John G. Ullman & Associates, Inc.
Language: en-US
Categories: Business, Investing
At the height of their career, many have very little time to optimize their personal finances, due to already balancing work life and home life. JGUA Financial Commentary Podcast aims to simplify personal finance for busy mid-career professionals. In each episode, Andrew will interview a rotating group of employees including Advisors, Tax professionals, and Researchers to provide insights, strategies, and critical thinking on personal finance.
Episodes
Career Blueprint Series: Financial Advisors
Dec 11, 2025“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, continues a series called, “The Career Blueprint Series.” In this episode he is speaking on chefs and restaurant workers. This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com. For the full transcript, click HERE.
Duration: 00:05:11Career Blueprint Series: Chefs & Restaurant Workers
Nov 25, 2025“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, continues a series called, “The Career Blueprint Series.” In this episode he is speaking on chefs and restaurant workers. This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com. For the full transcript, click HERE.
Duration: 00:09:14Career Blueprint Series: Sales Professionals
Nov 13, 2025“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, continues a series called, “The Career Blueprint Series.” In this episode he is speaking on sales professionals. This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com. For the full transcript, click HERE.
Duration: 00:07:09Career Blueprint Series: Accountants
Oct 30, 2025“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, continues a series called, “The Career Blueprint Series.” In this episode he is speaking on accountants. This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com. For the full transcript, click HERE.
Duration: 00:07:15Career Blueprint Series: High-End Finance
Oct 17, 2025“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, continues a series called, “The Career Blueprint Series.” In this episode he is speaking on high-end finance roles. This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com. For the full transcript, click HERE.
Duration: 00:07:08Career Blueprint Series: Trades
Oct 02, 2025“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, continues a series called, “The Career Blueprint Series.” In this episode he is speaking on the trades. This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com. For the full transcript, click HERE.
Duration: 00:06:25Career Blueprint Series: Military
Sep 18, 2025“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, continues a series called, “The Career Blueprint Series.” In this episode he is speaking on the military. This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com. For the full transcript, click HERE.
Duration: 00:06:30Career Blueprint Series: Professional Athletes
Sep 04, 2025“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, continues a series called, “The Career Blueprint Series.” In this episode he is speaking on Professional Athletes. This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com. For the full transcript, click HERE.
Duration: 00:08:06Career Blueprint Series: Attorney
Aug 21, 2025“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, continues a series called, “The Career Blueprint Series.” In this episode he is speaking on Attorneys. This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com. For the full transcript, click HERE.
Duration: 00:07:31Career Blueprint Series: Police Officers
Aug 07, 2025“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, continues a series called, “The Career Blueprint Series.” In this episode he is speaking on Police Officers. This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com. For the full transcript, click HERE.
Duration: 00:07:17Career Blueprint Series: Artists
Jul 24, 2025“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, continues a series called, “The Career Blueprint Series.” In this episode he is speaking on artists. This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com. For the full transcript, click HERE.
Duration: 00:08:16Career Blueprint Series: Tech Workers
Jul 10, 2025“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, continues a series called, “The Career Blueprint Series.” In this episode he is speaking on tech workers. This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com. For the full transcript, click HERE.
Duration: 00:08:07Career Blueprint Series: Doctors
Jun 12, 2025“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, continues a series called, “The Career Blueprint Series.” In this episode he is speaking on doctors. This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com. For the full transcript, click HERE.
Duration: 00:08:18Career Blueprint Series: White Collar Corporate Office Workers
May 29, 2025“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, begins a series called, “The Career Blueprint Series.” In this episode he is speaking on white collar workers. This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com. For the full transcript, click HERE.
Duration: 00:10:12Should I Be Aggressive With My Investments?
May 01, 2025“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, dives into the question, “Should I Be Aggressive With My Investments?” This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com. For the full transcript, click HERE.
Duration: 00:06:29Should I be an LLC or S Corp?
Apr 03, 2025“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, dives into the question, “Should I be an LLC or S Corp?” This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com. For the full transcript, click HERE.
Duration: 00:07:43Should I Trust My Gut When Making a Financial Choice?
Mar 20, 2025
“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, CFP®, EA, dives into the question, “Should I Trust My Gut When Making a Financial Choice?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com.
For the full transcript, click HERE.
Duration: 00:04:28Is Tax Planning Different After the Death of a Spouse?
Mar 06, 2025
“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, CFP®, EA, dives into the question, “Is Tax Planning Different After the Death of a Spouse?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com.
For the full transcript, click HERE.
Duration: 00:05:08How Do I Keep My Money Safe in a Disaster?
Feb 27, 2025
“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, CFP®, EA, dives into the question, “How Do I Keep My Money Safe in a Disaster?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com.
For the full transcript, click HERE.
Duration: 00:07:41What Can I Afford?
Feb 06, 2025
“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, CFP®, EA, dives into the question, “What Can I Afford?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com.
For the full transcript, click HERE.
Duration: 00:05:08Should I Buy A Home Now And Refinance Later?
Jan 23, 2025
“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, CFP®, EA, dives into the question, “Should I buy a Home Now and Refinance Later?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com.
For the full transcript, click HERE.
Duration: 00:05:22How Many Retirement Accounts Should I Have?
Jan 09, 2025
“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, CFP®, EA, dives into the question, “How Many Retirement Accounts Should I Have?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com.
For the full transcript, click HERE.
Duration: 00:07:50What Financial Professionals Do I Need?
Dec 24, 2024
“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, CFP®, EA, dives into the question, “What Financial Professionals Do I Need?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com.
For the full transcript, click HERE.
Duration: 00:05:22Can I Be Fully Protected Financially?
Nov 27, 2024
“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, CFP®, EA, dives into the question, “Can I Be Fully Protected Financially?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com.
For the full transcript, click HERE.
Duration: 00:05:34Is There a Simple Path to Financial Planning?
Nov 14, 2024
“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, CFP®, EA, dives into the question, “Is There a Simple Path to Financial Planning?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com.
For the full transcript, click HERE.
Duration: 00:04:56Financial Education for Women - Medicare - Featuring Guest Lynda Lander, CFP®
Nov 08, 2024“Share the Wealth” is a bi-weekly financial education podcast hosted by Lyndsey Payne, MBA and Leyah Dauber, a pair of Financial Advisors at John G. Ullman & Associates. The pairing teams up to share the wealth of financial education in a series by women, for women. In this episode, Lyndsey and Leyah are joined by JGUA Financial Advisor Lynda Lander, CFP® discuss the topic, “Financial Education for Women – Medicare”. This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at info@JGUA.com. Read the full […]
Duration: 00:23:00What to Do With an Extra $100,000?
Oct 31, 2024
“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, CFP®, EA, dives into the question, “Are Lower Interest Rates Good or Bad?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com.
For the full transcript, click HERE.
Duration: 00:06:33Are Lower Interest Rates Good or Bad?
Oct 17, 2024
“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, CFP®, EA, dives into the question, “Are Lower Interest Rates Good or Bad?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com.
For the full transcript, click HERE.
Duration: 00:05:36How Do I Set Up My Kids For Financial Success?
Oct 03, 2024
“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, CFP®, EA, dives into the question, “Should I Downsize My Home?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com.
For the full transcript, click HERE.
Duration: 00:05:54Should I Downsize My Home?
Sep 19, 2024
“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, CFP®, EA, dives into the question, “Should I Downsize My Home?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com.
For the full transcript, click HERE.
Duration: 00:05:50Should I Take a Risk?
Sep 05, 2024
“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, CFP®, EA, dives into the question, “Should I Take a Risk?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com.
For the full transcript, click HERE.
Duration: 00:04:33When Should I Begin Taking Social Security?
Aug 22, 2024
“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, CFP®, EA, dives into the question, “When Should I Begin Taking Social Security?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com.
For the full transcript, click HERE.
Duration: 00:06:14When Is It Okay to Stop Making Retirement Contributions?
Aug 08, 2024
“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, CFP®, EA, dives into the question, “When Is It Okay to Stop Making Retirement Contributions?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com.
For the full transcript, click HERE.
Duration: 00:04:54Should I Do My Own Investment Research?
Jul 25, 2024“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, dives into the question, “Should I Do My Own Investment Research?" This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com.
Duration: 00:05:37Should I Do My Own Investment Research?
Jul 25, 2024
“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, CFP®, EA, dives into the question, “Should I Do My Own Investment Research?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com.
For the full transcript, click HERE.
Duration: 00:05:37Should I Keep Saving If I am a Millionaire?
Jul 11, 2024“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, CFP®, EA, dives into the question, “Should I Keep Saving If I’m a Millionaire?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com.
For the full transcript, click HERE.
Duration: 00:05:24What Credit Card Should I Use?
Jun 27, 2024“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, CFP®, EA, dives into the question, “What Credit Card Should I Use?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com.
For the full transcript, click HERE.
Duration: 00:06:05What Do I Do With an Extra $10,000?
Jun 13, 2024“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, CFP®, EA, dives into the question, “What Do I Do With an Extra $10,000?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com.
For the full transcript, click HERE.
Duration: 00:06:34Should I Consolidate My Debt?
May 30, 2024“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, CFP®, EA, dives into the question, “Should I Consolidate My Debt?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com.
For the full transcript, click HERE.
Duration: 00:04:32As a Freelancer, Should I Increase My Rates or Broaden My Client Base to Make More Money?
May 16, 2024“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, CFP®, EA, dives into the question, “How Do I Budget and Live Within My Means?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com.
For the full transcript, click HERE.
Duration: 00:04:40As a Freelancer, Should I Increase My Rates or Broaden My Client Base?
May 16, 2024“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, dives into the question, “As a Freelancer, Should I Increase My Rates or Broaden My Client Base?" This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com.
Duration: 00:04:40How Do I Budget and Live Within My Means?
May 02, 2024“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, CFP®, EA, dives into the question, “How Do I Budget and Live Within My Means?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com.
For the full transcript, click HERE.
Duration: 00:04:35What Should I Know About The FIRE Movement?
Apr 18, 2024“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, CFP®, EA, dives into the question, “What Should I Know About The FIRE Movement?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com.
For the full transcript, click HERE.
Duration: 00:04:29Spring Forward Your Financial Wellness
Apr 10, 2024"Share the Wealth" is a bi-weekly financial education podcast hosted by Lyndsey Payne, MBA and Leyah Dauber, a pair of Financial Advisors at John G. Ullman & Associates. The pairing teams up to share the wealth of financial education in a series by women, for women. In this episode, Lyndsey and Leyah present on the topic, "Spring Forward Your Financial Wellness". This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at info@JGUA.com.
Duration: 00:03:30Should I Tap Into My Retirement Fund?
Apr 04, 2024“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, CFP®, EA, dives into the question, “Should I Tap Into My Retirement Fund?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com.
For the full transcript, click HERE.
Duration: 00:03:47How Much Home Can I Afford?
Mar 21, 2024“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, CFP®, EA, dives into the question, “How Much Home Can I Afford?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com.
For the full transcript, click HERE.
Duration: 00:05:52Should I Give Away My Wealth Today?
Feb 29, 2024“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, CFP®, EA, dives into the question, “Should I Give Away My Wealth Today?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com.
For the full transcript, click HERE.
Duration: 00:04:21Should I Rent or Buy a Vacation Home?
Feb 22, 2024“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, CFP®, EA, dives into the question, “Should I Rent or Buy a Vacation Home?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com.
For the full transcript, click HERE.
Duration: 00:04:59Should I Gamble?
Feb 15, 2024“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, CFP®, EA, dives into the question, “Should I Gamble?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com.
For the full transcript, click HERE.
Duration: 00:04:29Love Your Money This Valentine's Day
Feb 14, 2024"Share the Wealth" is a bi-weekly financial education podcast hosted by Lyndsey Payne, MBA and Leyah Dauber, a pair of Financial Advisors at John G. Ullman & Associates. The pairing teams up to share the wealth of financial education in a series by women, for women. In this episode, Lyndsey and Leyah present on the topic, "Love Your Money This Valentine's Day". This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at info@JGUA.com.
Duration: 00:05:41Should I Rent or Sell My Home?
Feb 08, 2024“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, CFP®, EA, dives into the question, “Should I Rent or Sell My Home?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com.
For the full transcript, click HERE.
Duration: 00:04:05What Types of Accounts Should I Have?
Feb 01, 2024“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, CFP®, EA, dives into the question, “What Types of Accounts Should I Have?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com.
For the full transcript, click HERE.
Duration: 00:05:09How Much Frugality is Necessary?
Jan 25, 2024“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, CFP®, EA, dives into the question, “How Much frugality is Necessary?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com.
For the full transcript, click HERE.
Duration: 00:05:00Should I Relocate For a Job?
Jan 18, 2024“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, CFP®, EA, dives into the question, “Should I Relocate For a Job?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email info@jgua.com.
For the full transcript, click HERE.
Duration: 00:04:22What Is the Best Portfolio For Me?
Dec 14, 2023“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron CFP®, EA, dives into the question, “What Is the Best Portfolio For Me?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at info@JGUA.com.
For the full transcript, click HERE.
Duration: 00:04:38Do I Need an Emergency Savings Account?
Dec 07, 2023“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron CFP®, EA, dives into the question, “Do I Need an Emergency Savings Account?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at info@JGUA.com.
For the full transcript, click HERE.
Duration: 00:04:22Should I Be More Conservative With My Investments As I Approach Retirement?
Nov 30, 2023“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron CFP®, EA, dives into the question, “Should I Be More Conservative With My Investments As I Approach Retirement?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at info@JGUA.com
For the full transcript, click HERE.
Duration: 00:03:48Is Too Much Of My Wealth Tied To My Employer?
Nov 24, 2023“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron CFP®, EA, dives into the question, “Is Too Much Of My Wealth Tied To My Employer?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at info@JGUA.com
For the full transcript, click HERE.
Duration: 00:03:50How Do I Prepare For a New Child?
Nov 17, 2023“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, CFP®, EA, dives into the question “How Do I Prepare For a New Child?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at info@JGUA.com
For the full transcript, click HERE.
Duration: 00:03:42How Do I Financially Support Aging Parents?
Nov 09, 2023“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, CFP®, EA, dives into the question “How Do I Financially Support Aging Parents?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at info@JGUA.com
For the full transcript, click HERE.
Duration: 00:03:15Should I Invest Outside of My Employer Plan?
Nov 01, 2023“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, CFP®, EA, dives into the question “Should I Invest Outside of My Employer Plan?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at info@JGUA.com
For the full transcript, click HERE.
Duration: 00:04:26Should I Consider a Side Hustle or Focus on My Main Career?
Oct 26, 2023“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, CFP®, EA, dives into the question “Should I Consider a Side Hustle or Focus on my Main Career”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at info@JGUA.com
For the full transcript, click HERE.
Duration: 00:06:53What Do I Need For an Estate Plan?
Oct 19, 2023“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, CFP®, EA, dives into the question, “What Do I Need For an Estate Plan?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at info@jgua.com.
For the full transcript, click HERE.
Duration: 00:05:07How Long Should I Expect to Work Based on My Career?
Oct 12, 2023“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, CFP®, EA, dives into the question “How Long Should I Expect to Work Based on My Career?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at info@JGUA.com
For the full transcript, click HERE.
Duration: 00:05:01How Do I Prevent My Kids From Being Spoiled By Money?
Oct 05, 2023“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, CFP®, EA, dives into the question “How Do I Prevent My Kids From Being Spoiled By Money?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at info@JGUA.com
For the full transcript, click HERE.
Duration: 00:05:07Should I Remarry If I’m Receiving Social Security Benefits From An Ex-Spouse?
Sep 29, 2023“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, CFP®, EA, dives into the question “Should I Remarry If I’m Receiving Social Security Benefits From An Ex-Spouse?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at info@JGUA.com
For the full transcript, click HERE.
Duration: 00:04:17Should I Take The Lump Sum From My Pension?
Sep 20, 2023“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, CFP®, EA, dives into the question “Should I Take The Lump Sum From My Pension?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at info@JGUA.com
For the full transcript, click HERE.
Duration: 00:05:06How Should I Prepare If I’m Expecting a Large Inheritance Down the Line?
Sep 14, 2023“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, CFP®, EA, dives into the question “How Should I Prepare If I’m Expecting a Large Inheritance Down the Line?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at info@JGUA.com
For the full transcript, click HERE.
Duration: 00:05:04Should I Worry About High Mortgage Rates?
Sep 07, 2023“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, CFP®, EA, dives into the question “Should I Worry About High Mortgage Rates?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at info@JGUA.com
For the full transcript, click HERE.
Duration: 00:04:18Should I Retire at the Same Time as My Spouse?
Aug 31, 2023“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, CFP®, EA, dives into the question “Should I Retire at the Same Time as My Spouse?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at info@JGUA.com
For the full transcript, click HERE.
Duration: 00:06:11Should I Start My Own Business?
Aug 24, 2023“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, CFP®, EA, dives into the question “Should I Start My Own Business?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at info@JGUA.com
For the full transcript, click HERE.
Duration: 00:04:40What Do Higher Interest Rates Mean for Me?
Aug 10, 2023“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, CFP®, EA, dives into the question “What Do Higher Interest Rates Mean for Me?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at info@JGUA.com
For the full transcript, click HERE.
Duration: 00:04:33Am I Ready for an Early Retirement?
Aug 03, 2023“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, CFP®, EA, dives into the question “Am I Ready for an Early Retirement?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at info@JGUA.com
For the full transcript, click HERE.
Duration: 00:04:07Should I Stop Making Retirement Contributions in an Uncertain Market?
Jul 20, 2023“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, CFP®, EA, dives into the question “Should I Stop Making Retirement Contributions in an Uncertain Market?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at info@JGUA.com
For the full transcript, click HERE.
Duration: 00:04:27Should I Move to the Big City?
Jul 14, 2023“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, CFP®, EA, dives into the question “Should I Move to the Big City?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at info@JGUA.com
For the full transcript, click HERE.
Duration: 00:04:26Should I Pay With Cash or Card?
Jul 06, 2023“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, CFP®, EA, dives into the question “Should I Pay With Cash or Card?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at info@JGUA.com
For the full transcript, click HERE.
Duration: 00:04:18Is It Okay to Change My Investment Priorities?
Jun 29, 2023“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, CFP®, EA, dives into the question “Is It Okay to Change My Investment Priorities?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at info@JGUA.com
For the full transcript, click HERE.
Duration: 00:04:04How to Save for Short-Term Goals?
Jun 22, 2023“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, CFP®, EA, dives into the question “How to Save for Short-Term Goals?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at info@JGUA.com
For a full transcript, click here.
Duration: 00:05:35What To Do With Inherited, Jointly-Owned Property?
Jun 15, 2023“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!
This week, host Andrew Baron, CFP®, EA, dives into the question “What To Do With Inherited, Jointly-Owned Property?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at info@JGUA.com
For a full transcript, click here.
Duration: 00:04:38When Should I Finance a Large Purchase?
Jun 08, 2023“Well… It Depends!” presents the pros and cons of financial decision making so you feel more informed and confident in your choices.
This week, host Andrew Baron, CFP®, EA, dives into the question “When Should I Finance a Large Purchase?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at info@JGUA.com
For a full transcript, click here.
Duration: 00:04:27Is Putting My Career on Hold a Wise Decision?
Jun 01, 2023“Well… It Depends!” presents the pros and cons of financial decision making so you feel more informed and confident in your choices.
This week, host Andrew Baron, CFP®, EA, dives into the question “Is Putting My Career on Hold a Wise Decision?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at info@JGUA.com
For a full transcript, click here.
Duration: 00:04:35How is My Equity Compensation Taxed?
May 25, 2023“Well… It Depends!” presents the pros and cons of financial decision making so you feel more informed and confident in your choices.
This week, host Andrew Baron, CFP®, EA, dives into the question “How is My Equity Compensation Taxed?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at info@JGUA.com
For a full transcript, click here.
Duration: 00:03:51How Do I Leave a Legacy?
May 18, 2023“Well… It Depends!” presents the pros and cons of financial decision making so you feel more informed and confident in your choices.
This week, host Andrew Baron, CFP®, EA, dives into the question “How Do I Leave a Legacy?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at info@JGUA.com
For a full transcript, click here.
Duration: 00:05:04Should I Contribute to a Traditional or Roth 401K?
May 12, 2023“Well… It Depends!” presents the pros and cons of financial decision making so you feel more informed and confident in your choices.
This week, host Andrew Baron, CFP®, EA, dives into the question “Should I Contribute to a Traditional or Roth 401K?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at info@JGUA.com
For a full transcript, click here.
Duration: 00:06:15Should I Prioritize Saving for Retirement?
May 04, 2023“Well… It Depends!” presents the pros and cons of financial decision making so you feel more informed and confident in your choices.
This week, host Andrew Baron, CFP®, EA, dives into the question “Should I Prioritize Saving for Retirement?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at info@JGUA.com
For a full transcript, click here.
Duration: 00:06:24How Do I Build Wealth After a Delayed Start?
Apr 27, 2023“Well… It Depends!” presents the pros and cons of financial decision making so you feel more informed and confident in your choices.
This week, host Andrew Baron, CFP®, EA, dives into the question “How Do I Build Wealth After a Delayed Start?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at info@JGUA.com
For a full transcript, click here.
Duration: 00:06:13How Important is My Asset Allocation?
Apr 13, 2023“Well… It Depends!” presents the pros and cons of financial decision making so you feel more informed and confident in your choices.
This week, host Andrew Baron, CFP®, EA, dives into the question “How Important is My Asset Allocation?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at info@JGUA.com
For a full transcript, click here.
Duration: 00:06:02How Do I Give Money to My Heirs?
Apr 06, 2023“Well… It Depends!” presents the pros and cons of financial decision making so you feel more informed and confident in your choices.
This week, host Andrew Baron, CFP®, EA, dives into the question “How Do I Give Money to My Heirs?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at info@JGUA.com
For a full transcript, click here.
Duration: 00:05:23What Do Higher Interest Rates Mean for Me?
Mar 30, 2023“Well… It Depends!” presents the pros and cons of financial decision making so you feel more informed and confident in your choices.
This week, host Andrew Baron, CFP®, EA, dives into the question “What Do Higher Interest Rates Mean for Me?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at info@JGUA.com
For a full transcript, click here.
Duration: 00:05:15Is My Money Safe?
Mar 23, 2023“Well… It Depends!” presents the pros and cons of financial decision making so you feel more informed and confident in your choices.
This week, host Andrew Baron, CFP®, EA, dives into the question “Is My Money Safe?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at info@JGUA.com
For a full transcript, click here.
Duration: 00:06:48Should I Rollover My Current 401K?
Mar 16, 2023“Well… It Depends!” presents the pros and cons of financial decision making so you feel more informed and confident in your choices.
This week, host Andrew Baron, CFP®, EA, dives into the question “Should I Rollover My Current 401K?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at info@JGUA.com
For a full transcript, click here.
Duration: 00:06:15Is Maxing out My 401K Enough?
Mar 09, 2023“Well… It Depends!” presents the pros and cons of financial decision making so you feel more informed and confident in your choices.
This week, host Andrew Baron, CFP®, EA, dives into the question “Is Maxing Out My 401K Enough?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at info@JGUA.com
For a full transcript, click here.
Duration: 00:06:49Should I Keep the Home In a Divorce?
Mar 02, 2023“Well… It Depends!” presents the pros and cons of financial decision making so you feel more informed and confident in your choices.
This week, host Andrew Baron, CFP®, EA, dives into the question “Should I Keep the Home In a Divorce?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at info@JGUA.com
For a full transcript, click here.
Duration: 00:05:11Should I Pay Off My Mortgage Early?
Feb 23, 2023“Well… It Depends!” presents the pros and cons of financial decision making so you feel more informed and confident in your choices.
This week, host Andrew Baron, CFP®, EA, dives into the question “Should I Pay Off My Mortgage Early?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at info@JGUA.com
For a full transcript, click here.
Duration: 00:05:10Should I Refinance?
Feb 16, 2023“Well… It Depends!” presents the pros and cons of financial decision making so you feel more informed and confident in your choices.
This week, host Andrew Baron, CFP®, EA, dives into the question “Should I Refinance?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at info@JGUA.com
For a full transcript, click here.
Duration: 00:04:44Should I Buy a Home With Somebody Else?
Feb 09, 2023“Well… It Depends!” presents the pros and cons of financial decision making so you feel more informed and confident in your choices.
This week, host Andrew Baron, CFP®, EA, dives into the question “Should I Buy a Home With Somebody Else?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at info@JGUA.com
For a full transcript, click here.
Duration: 00:04:08Should I Relocate in Retirement?
Feb 02, 2023“Well… It Depends!” presents the pros and cons of financial decision making so you feel more informed and confident in your choices.
This week, host Andrew Baron, CFP®, EA, dives into the question “Should I Relocate in Retirement?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at info@JGUA.com
For a full transcript, click here.
Duration: 00:03:54How Much Money is Enough?
Jan 26, 2023“Well… It Depends!” presents the pros and cons of financial decision making so you feel more informed and confident in your choices.
This week, host Andrew Baron, CFP®, EA, dives into the question “How Much Money is Enough?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at info@JGUA.com
For a full transcript, click here.
Duration: 00:04:27Should I Worry About My Credit Score?
Jan 19, 2023“Well… It Depends!” presents the pros and cons of financial decision making so you feel more informed and confident in your choices.
This week, host Andrew Baron, CFP®, EA, dives into the question “Should I Worry About My Credit Score?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at info@JGUA.com
For a full transcript, click here.
Duration: 00:04:18Should I Lease or Buy a Car?
Jan 12, 2023“Well… It Depends!” presents the pros and cons of financial decision making so you feel more informed and confident in your choices.
This week, host Andrew Baron, CFP®, EA, dives into the question “Should I Lease or Buy a Car?”
This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at info@JGUA.com
For a full transcript, click here.
Duration: 00:05:08